How Much Companies Are Showing Resilience and Needing Compute Power Right Now?

Investors want Google to do more with their cost structure. Amazon also will shine a light, as you said so rightly, on how willing companies are to invest in things like cloud at the moment. What do you expect for how much companies are showing resilience and needing compute power right now? We overbuilt, we over-hired because we over extrapolated from COVID demand trends, but also because we're going to a softening demand environment.